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Alta Fox Capital Management’s KKR & Co KKR Stock Holding History

Alta Fox Capital Management’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-56,460
Closed -$4.68M – 15
2023
Q4 		$4.68M Hold
56,460
– – 2.99% 13
2023
Q3 		$3.48M Buy
+56,460
New +$3.43M 3.81% 11
2023
Q2 		– Sell
-133,460
Closed -$7.01M – 18
2023
Q1 		$7.01M Sell
133,460
-131,823
-50% -$7.07M 6.62% 7
2022
Q4 		$12.3M Buy
265,283
+61,950
+30% +$3.02M 9.13% 2
2022
Q3 		$8.74M Buy
+203,333
New +$10.3M 2.64% 7

Other funds holding KKR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Alta Fox Capital Management's KKR Position: Q1 2024 in Review

Alta Fox Capital Management sold out of KKR & Co (KKR) in Q1 2024, closing a stake of 56,460 shares — an estimated $4.68M sold.

Alta Fox Capital Management first reported a position in KKR in Q3 2022 and held it in 5 quarters. The position peaked at $12.3M in Q4 2022. 1,038 funds tracked by Wall St. Rank hold KKR as of Q1 2024.

  • Alta Fox Capital Management reported no remaining KKR & Co position as of Q1 2024 after selling out during the quarter.
  • Alta Fox Capital Management sold 56,460 KKR & Co shares in Q1 2024, an estimated $4.68M.
  • Alta Fox Capital Management first reported a position in KKR & Co in Q3 2022 and held it in 5 quarters.
  • Alta Fox Capital Management's KKR & Co position peaked at $12.3M in Q4 2022.
  • 1,038 funds tracked by Wall St. Rank held KKR & Co as of Q1 2024.

Based on Alta Fox Capital Management's 13F filing for Q1 2024, filed 15 May 2024.